Setting up your workspace

New workspace? Start with the in-app Getting started checklist, then finish the optional setup that matches how your business tracks time.

1. Finish the Getting started checklist

Only the owner sees Getting started. It has three setup steps:

• Your details - save your name, business name, time zone, country, and state or region when required.
• Employees - press Invite employees so employees can create accounts and start clocking in.
• Payment method - press Add payment method before the trial ends, or Open Billing if a card is already on file.

The checklist shows Clockspot is ready to use after those three basics are complete.

2. Set your time tracking rules

Before the first pay period closes, review Time Tracking Settings. Use Work Schedule for the Workweek start day, Overtime for overtime rules, and Timesheet for Round clock times.

Use Company for the workspace name, time zone, and address details that appear across the account.

3. Complete employee setup

Invite people on Employees. For each person you can set a role (Employee or Admin), then set their pay on Compensation with the pay type, hourly rate when applicable, pay schedule, exemption status, and effective date that Payroll Summary needs later.

4. Set up what they clock against

• If you track time by project or client, create your Jobs.
• If you want to limit where people clock in, define your Clock locations.
• To capture anything extra on a shift or a person, add Custom fields.

5. Choose how people clock in

Employees can clock on their own device out of the box. For shared sites, set up a kiosk; for the field, set up phone clocking.

6. Set up time off

Define your time off types and how each one accrues — how accruals work explains the methods.

7. Decide how timesheets get approved

Review how approvals work and how employees submit their timesheets, so everyone knows the routine before the first pay period closes.